PSCA
Join our Community

403(b) Plan Research

Participate in PSCA's 2014 403(b) Plan Survey and recieve a free copy of the report. 
Deadline is March 14, 2014.  

PSCA is committed to representing the benchmarking data and industry trends for 403(b) plan sponsors. PSCA provides cutting-edge research and data representing a wide range of concerns for 403(b) plan sponsors. 

2013

403(b) Plan Snapshot Survey - Impact of Turnover on Non-Profits and Their 403(b) Plans 
Conducted in October, 2013. 

2013 403(b) Plan Survey
PSCA conducted a survey of 403(b) plan sponsors in March, 2013, with sponsorship from the Principal Financial Group, to help fill the gap in available benchmarking data for 403(b) plan sponsors. PSCA's 2013 403(b) Plan Survey reports on the 2012 plan-year experience of 574 not-for-profit organizations.  

2012

403(b) Plan Snapshot Survey - Fee Disclosure
Conducted in October, 2012. 

2012 403(b) Plan Survey
PSCA conducted a survey of 403(b) plan sponsors in March, 2012, with sponsorship from the Principal Financial Group, to help fill the gap in available benchmarking data for 403(b) plan sponsors. PSCA's 2012 403(b) Plan Survey reports on the 2011 plan-year experience of 584 not-for-profit organizations.   

Listen to a webinar discussing the results of the 2012 403(b) Plan Survey. 

2011

403(b) Plan Response to Current Conditions
In October 2011, PSCA conducted a snapshot survey of 403(b) plan sponsors to determine how theyare responding to multiple changes in today’s economic and regulatory environment. We received579 responses from 403(b) plan sponsors of varying sizes and geographical locations.

2011 403(b) Plan Survey
PSCA conducted a survey of 403(b) plan sponsors in March, 2011, with sponsorship from the Principal Financial Group, to help fill the gap in available benchmarking data for 403(b) plan sponsors. PSCA's 2011 403(b) Plan Survey reports on the 2010 plan-year experience of 712 not-for-profit organizations.

2010

PSCA’s 2010 403(b) Plan Survey
PSCA conducted a survey of 403(b) plan sponsors in January, 2010, with sponsorship from the Principal Financial Group, to help fill the gap in available benchmarking data for 403(b) plan sponsors. PSCA's 2010 403(b) Plan Survey reports on the 2009 plan-year experience of 552 not-for-profit organizations. The survey contains 88 tables of data.


403(b) Plan Response to Changing Conditions
In October 2010, PSCA conducted a snapshot survey of 403(b) plan sponsors to determine how they are responding to multiple changes in today’s economic and regulatory environment.

2009

403(b) Target-Date Fund Survey
In May 2009, PSCA surveyed 403(b) plan sponsors on the use of target-date funds in their plans. More than half of the respondents reported offering a target-date fund to their participants. 

Impact of Economic Conditions on 403(b) Plans
With the economic downturn of 2008 and 2009, there has been a focus on changes employers have made to their defined contribution plans. In October 2009, PSCA conducted a survey of 403(b) plan sponsors to determine exactly what impact the economic conditions had on 403(b) plans, what actions plan sponsors have taken to cope with the changing conditions, and plans for 2010.

Research Home >

 

Participate in PSCA's 2014 403(b) Plan Survey

  • Respondents receive a free report.
  • Deadline is March 14, 2014.

 

Download PSCA's Latest Snapshot Survey for Free

 

Purchase PSCA's 2013 403(b) Survey